Employee Advance Management
| Lines of Code | 1854 |
| Technical name | to_hr_employee_advance |
| License | OPL-1 |
| Website | https://viindoo.com/intro/employee-advance |
| Read description for | v 10.0 v 11.0 v 12.0 v 13.0 v 14.0 v 15.0 v 17.0 |
| Required Apps | Invoicing (account) Discuss (mail) Employees (hr) |
| Included Dependencies | Viindoo Base Viindoo Accounting Employees Customization HR Accounting |
| Extensions | Expense - Employee Advance |
Demo video: Employee Advance
Enhance your HR processes with the Employee Advance Management module. This module allows employees to request advance amounts, which managers can review, approve, and reconcile with ease. By providing a clear and efficient workflow, it helps both employees and managers manage advances smoothly, while ensuring full integration with the company's financial system for tracking and reporting.
Key Features
- Employee Advance Requests: Employees can submit advance requests with ease, providing necessary details and justifications.
- Manager Approval Workflow: Managers can review, approve, or reject advance requests, with a streamlined approval process.
- Reconciliation Management: Automatically reconcile employee advances with payment records, ensuring accuracy and transparency.
- Accounting Integration: Seamlessly link advance requests and payments to the company's accounting system for real-time tracking.
- Reporting and Analytics: Generate reports on outstanding advances, reconciled transactions, and more for full visibility.
Business Value
- Simplify the process for employees to request advances, improving workflow efficiency.
- Enhance control and accountability by allowing managers to easily approve, reject, and track advance requests.
- Integrate advances directly with the financial system, reducing errors and ensuring accurate accounting.
- Provide clear visibility into outstanding advances and reconciled payments, supporting better financial planning and decision-making.
Who Should Use This Module?
Ideal for businesses of all sizes, especially those with a large workforce or a need for detailed advance tracking. Whether in small businesses or large enterprises, Employee Advance Management helps HR departments and managers streamline the process of requesting, approving, and reconciling employee advances with confidence.
Supported Editions
- Community Edition
- Enterprise Edition
Installation
- Navigate to Apps.
- Search with keyword to_hr_employee_advance.
- Press Install.
Instruction
Instruction video: Employee Advance
1. Create Advance request
- To create an Advance Request, you access Employee Advance ‣ Create.
- Then, click Confirm to submit the advance request.
2. Advance request approval
- The person in charge of approving the advance request will check the information and can choose Approve, Refuse or Set to Draft with the advance request.
3. Advance payment
After the Advance Request is approved, the Accounting department will select Pay and proceed to pay the advance to the applicant.
4. Reconcile employee advance
- Advance reconciliation is the reconciliation between the advance payments with the actual expenditures of employees.
- Go to Employee Advance ‣ Accounting ‣ Employee Advance Reconcile ‣ Create.
5. Employee Advance Reports
You can view the advance analysis report by different criteria for management purposes. For example, analyzing the advance status of employees by departments in a certain period of time, fluctuations in advance needs of departments or employees over time, etc.
This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file).
You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one).
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